CTC Alternative Strategies’s JPMorgan Chase JPM Stock Holding History

CTC Alternative Strategies’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$956K	Buy	2,920 +1,800	+161%	+$559K	1.38%	17
2026 Q1	$329K	Buy	+1,120	New	+$340K	0.75%	45
2025 Q4	–	Sell	-2,756	Closed	-$869K	–	71
2025 Q3	$869K	Sell	2,756 -5,198	-65%	-$1.55M	1.4%	18
2025 Q2	$2.31M	Buy	7,954 +5,754	+262%	+$1.47M	2.02%	10
2025 Q1	$540K	Buy	+2,200	New	+$561K	0.66%	45
2024 Q4	–	Sell	-2,681	Closed	-$565K	–	67
2024 Q3	$565K	Sell	2,681 -12,809	-83%	-$2.7M	0.71%	21
2024 Q2	$3.13M	Buy	+15,490	New	+$3.03M	1.33%	7
2015 Q3	$378K	Sell	6,200 -900	-13%	-$58.9K	0.89%	19
2015 Q2	$481K	Buy	7,100 +900	+15%	+$58.8K	0.72%	19
2015 Q1	$376K	Buy	6,200 +900	+17%	+$53.3K	1.01%	17
2014 Q4	$332K	Sell	5,300 -1,900	-26%	-$114K	0.66%	38
2014 Q3	$434K	Buy	7,200 +2,000	+38%	+$117K	0.79%	14
2014 Q2	$300K	Hold	5,200	–	–	0.25%	108
2014 Q1	$316K	Hold	5,200	–	–	0.18%	52
2013 Q4	$304K	Sell	5,200 -1,935	-27%	-$106K	0.23%	68
2013 Q3	$369K	Sell	7,135 -2,265	-24%	-$121K	0.56%	23
2013 Q2	$496K	Buy	+9,400	New	+$478K	0.13%	56

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CTC Alternative Strategies's JPM Position: Q2 2026 in Review

CTC Alternative Strategies increased its JPMorgan Chase (JPM) stake by 161% in Q2 2026, buying an estimated $559K and bringing the position to 2,920 shares worth $956K. The position accounts for 1.38% of the portfolio, ranked #17.

CTC Alternative Strategies first reported a position in JPM in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.13M in Q2 2024. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

CTC Alternative Strategies held 2,920 shares of JPMorgan Chase worth $956K as of Q2 2026.
CTC Alternative Strategies bought 1,800 JPMorgan Chase shares in Q2 2026, an estimated $559K.
JPMorgan Chase made up 1.38% of CTC Alternative Strategies's portfolio in Q2 2026, its #17 holding.
CTC Alternative Strategies first reported a position in JPMorgan Chase in Q2 2013 and has held it in 17 quarters since.
CTC Alternative Strategies's JPMorgan Chase position peaked at $3.13M in Q2 2024.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CTC Alternative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.